> For the complete documentation index, see [llms.txt](https://usermanuals.geojit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://usermanuals.geojit.com/mygeojit-web/release-notes.md).

# Release Notes

## July-August 2026

#### **My Account**

* [**Holding Statement Upload Simplified**](https://usermanuals.geojit.com/mygeojit-web/my-account/profile#if-you-have-holdings) - Clients with holdings valued at ₹1,000 or more no longer need to upload a holding statement. The latest DP holding statement will be automatically used for income/net worth verification.

#### Reports

* [**P\&L**](https://usermanuals.geojit.com/mygeojit-web/reports/p-and-l#how-do-i-view-my-trading-p-and-l)—Introduced Combined XIRR in the P\&L Report, enabling consolidated performance analysis across multiple investments.

## May-June 2026

#### **My Account**

* [**6KYC**](https://usermanuals.geojit.com/mygeojit-web/my-account/profile#id-6kyc-update) - Quickly review and update all your missing details in one easy step with 6KYC.

## February–March 2026

#### My Account

* [**Bank reactivation**](/mygeojit-web/my-account/profile.md#how-do-i-re-activate-my-inactive-bank-account)—reactivate an inactive bank account for trading and/or DP.
* [**FATCA Declaration**](https://usermanuals.geojit.com/mygeojit-web/my-account/profile#how-do-i-add-the-fatca-declaration)—The FATCA declaration has been updated to include no-TIN cases with reasons

## November–December 2025

#### My Account

* [**Family flag**](/mygeojit-web/my-account/profile.md#how-to-mark-family-flag)—Mark who an email ID or mobile number belongs to.
* [**Nominee**](/mygeojit-web/my-account/profile.md#how-to-add-delete-nominees)—Add a nominee anytime, even if you opted out earlier.

#### Dashboard

* [**Net worth figures**](/mygeojit-web/dashboard.md#what-are-the-networth-figures) — Pending settlement value no longer impacts DP Holdings or *Networth with Geojit*.
* **Liabilities in net worth** — Loans are now shown separately under *My Net Worth*.

#### Products

* [**Smartfolios tab**](/mygeojit-web/products/smartfolios.md) — Smartfolios is now available as a dedicated tab.

#### Reports

* [**Daily MTM for Futures**](/mygeojit-web/reports/p-and-l.md#how-do-i-view-my-trading-p-and-l) — P\&L now includes a Daily MTM view for Futures.

## September–October 2025

#### Reports

* [**Trading P\&L**](/mygeojit-web/reports/p-and-l.md#how-do-i-view-my-trading-p-and-l) — Combined P\&L view with breakup, transaction insights, and unrealised P\&L.
* [**Account Statement (Excel download)**](/mygeojit-web/reports/account-statement.md#how-do-i-view-the-account-statement) — Download your account statement as an Excel file.
* [**MTF P\&L (Excel download)**](/mygeojit-web/reports/p-and-l.md#how-do-i-view-mtf-p-and-l) — Download MTF P\&L reports as an Excel file.
* **Trade Report** — Excel downloads now include settlement numbers.

#### Dashboard

* [**Net worth and Total Investment**](/mygeojit-web/dashboard.md#what-are-the-networth-figures) — Calculations now include other assets and loans.
* **Other assets and loans** — Dedicated views for [Deposits](/mygeojit-web/dashboard.md#how-do-i-view-my-deposits), [Property](/mygeojit-web/dashboard.md#how-do-i-view-my-property-details), [Precious Metals](/mygeojit-web/dashboard.md#how-do-i-view-the-details-of-my-precious-metal-holdings), [Loans](/mygeojit-web/dashboard.md#how-do-i-view-the-details-of-my-loan), [Insurance](/mygeojit-web/dashboard.md#how-do-i-view-the-details-of-my-insurance), and [Vehicles](/mygeojit-web/dashboard.md#how-do-i-view-the-details-about-the-vehicles-i-own).

#### Ideas

* [**Research subscriptions**](/mygeojit-web/my-account/profile.md#how-to-subscribe-unsubscribe-free-research-services) — Research is off by default. Users must subscribe to view recommendations.

#### Products

* [**Insurance**](/mygeojit-web/products/insurance.md) — View insurance bought via Geojit. Add external policies too.
* [**IPO, Buyback & OFS**](/mygeojit-web/products/ipo-fpo-ofs.md) — IPO access is now extended to joint account holders. HUF can also participate.
* [**Loans**](/mygeojit-web/products/loans.md) — Add and track your borrowings.
* [**Other Assets**](/mygeojit-web/products/other-assets.md) — Add and monitor assets like precious metals, properties, deposits, and vehicles.